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Certified Advisors

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Juan Hernandez
Juan Hernandez Ariano
CFP®, CSLP®
Overview
In the age of algorithms, we put heart into the numbers while acknowledging our clients’ dreams drive everything we do. By learning what you want to achieve through our personal CFO approach, we create comprehensive financial plans that transform aspirations into reality.
Molly Laughter
Molly Laughter
CFP®, CSLP®, Other
Overview
Molly Laughter, CFA, CFP®, CSLP® is passionate about helping to educate and empower the women she works with to live a life they love now, with solid analysis and planning as a foundation for the future.
Bonnie Yam
Bonnie Yam
CFP®, ChFC, CLU®, CSLP®, EA, RIA
Overview
We are a 401(k) Consulting company. We also assist companies with their Exit Planning, Business Evaluations. On the individual side, we assist with comprehensive financial planning and investment management.
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Carli Coyne Reddy
CSLP®
Overview
Our firm offers independent financial advice and services centered around our client's individual needs.
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Michael Marchi
CSLP®, Other
Overview
Marchi Wealth Management Group understands that each client has their own unique financial goals and needs. With that, Mike Marchi takes a customized approach to cater to those unique factors.
Michael_Riney
Michael Riney
CFP®, CSLP®
Overview
Wealthquest offers comprehensive financial planning and wealth management services—everything coordinated by one team of professionals, all under one roof, for one simple fee.
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Giancarlo Diaz-Munio Mendez
CFP®, CSLP®
Overview
As an independent firm, we have no obligation to push products, stick to proprietary services or sway you any certain direction. We have honest, real conversations about your wealth and what we can do to make your life better. We’ll help you understand your own behavioral biases and reach your goals
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Erin Rogers
CFP®, CSLP®
Overview
Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra high-net-worth families and businesses.
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Anthony Massaro
CFP®, CSLP®
Overview
Comprehensive wealth management firm that specializes in financial planning and investment management. Our average client tenure is 25+ years with clients ranging from early stage life to retirees.